Peakstone Financial Advisors
Firm details
- Headquarters
- Chevy Chase, Maryland
- CRD number
- 127635
- Registered since
- April 13, 2015
- Website
- pfallc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI76.53%
- Individuals23.21%
- Pension & Profit Sharing Plans0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Peakstone Financial Advisors is an independent registered investment adviser that has been SEC-registered since 2015 and identifies itself as a capital allocator serving individual and family clients. The firm provides comprehensive planning and portfolio management for individuals and small businesses, and also offers selection-of-adviser services and educational seminars. Its fee arrangements include asset-based fees, hourly billing, and other fee structures. Peakstone does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities19%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
2 of 2
Kristi Murphy
Executive Vice PresidentCRD 3153904
Erich Imphong
Financial AdvisorCRD 5083311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$261M in ETFs
84%
$220M
12%
$40.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $22.8M | 61,708 | 8.75% |
Location
Chevy Chase, MD
Montgomery
Location
Chevy Chase, MD
Headquartered in Chevy Chase, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 8401 Connecticut Ave
- Time zone
- ET (UTC-5)
- Office locations
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